Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $18,186 | ||
BRK.B | 43,247 | -59 | $18,186 |
CROCS INC | 113,940 | -638 | $16,385 |
CROX | 113,940 | -638 | $16,385 |
MICROSOFT CORP | 37,429 | -205 | $15,747 |
MSFT | 37,429 | -205 | $15,747 |
ALPHABET INC | 94,185 | -469 | $14,341 |
GOOG | 94,185 | -469 | $14,341 |
DEERE & CO | 32,096 | -41 | $13,183 |
DE | 32,096 | -41 | $13,183 |
WASTE MGMT INC DEL | 56,668 | -1 | $12,079 |
WM | 56,668 | -1 | $12,079 |
AMAZON COM INC | 55,393 | +80 | $9,992 |
AMZN | 55,393 | +80 | $9,992 |
COSTCO WHSL CORP NEW | 13,363 | -8 | $9,790 |
COST | 13,363 | -8 | $9,790 |
WALMART INC | 161,854 | +107,820 | $9,739 |
WMT | 161,854 | +107,820 | $9,739 |
APPLE INC | 56,499 | +60 | $9,688 |
AAPL | 56,499 | +60 | $9,688 |
HOME DEPOT INC | 20,445 | +3 | $7,843 |
HD | 20,445 | +3 | $7,843 |
TJX COS INC NEW | 68,371 | +152 | $6,934 |
TJX | 68,371 | +152 | $6,934 |
STARBUCKS CORP | 72,152 | -1,053 | $6,594 |
SBUX | 72,152 | -1,053 | $6,594 |
MCDONALDS CORP | 19,511 | +377 | $5,501 |
MCD | 19,511 | +377 | $5,501 |
TESLA INC | 4,856 | +1,420 | $854 |
TSLA | 4,856 | +1,420 | $854 |
MARRIOTT INTL INC NEW | 218 | UNCH | $55 |
MAR | 218 | UNCH | $55 |
SELECT SECTOR SPDR TR (XLK) | 239 | +239 | $50 |
XLK | 239 | +239 | $50 |
OCCIDENTAL PETE CORP | 472 | UNCH | $31 |
OXY | 472 | UNCH | $31 |
ALPHABET INC | 59 | +59 | $9 |
GOOGL | 59 | +59 | $9 |
FEDEX CORP | 23 | UNCH | $7 |
FDX | 23 | UNCH | $7 |
PROCTER AND GAMBLE CO | 1 | +0 | $0 |
PG | 1 | UNCH | $0 |
See Summary: TLW Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By TLW Wealth Management LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
XLK | +239 | +$50 |
GOOGL | +59 | +$9 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PG | -1 | $UNCH |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
WMT | +107,820 | +$1,221 |
TSLA | +1,420 | $UNCH |
MCD | +377 | -$172 |
TJX | +152 | +$534 |
AMZN | +80 | +$1,588 |
AAPL | +60 | -$1,178 |
HD | +3 | +$759 |
MAR | UNCH | +$6 |
OXY | UNCH | +$3 |
FDX | UNCH | +$1 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SBUX | -1,053 | -$434 |
CROX | -638 | +$5,682 |
GOOG | -469 | +$1,001 |
MSFT | -205 | +$1,595 |
BRK | -59 | +$2,740 |
DE | -41 | +$332 |
COST | -8 | +$964 |
WM | -1 | +$1,930 |
PG | UNCH | $UNCH |
Size ($ in 1000's)
At 03/31/2024: $157,008 At 12/31/2023: $140,377 TLW Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TLW Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |